Hello,
Trying to get my way around working efficiently with invoicing has been a huge challenge. This are listed below:

Modifying or editing the template via DocDesigner has not yielded any breakthrough. Texts to edit are NOT IN ENGLISH and inserting items such as my company logo has not been achievable. How can this be sorted?

Some clients make part payment and capturing this on the previous invoice created to send as a payment receipt to client has also not been possible.

Finally, the invoicing automatically rearranges items from least to great. This distorts some my invoices as i created a product for discount with a negative (-) value. I desire my invoice products arranged as selected.

Thank you for the response. I can see the correction for the part not in English has been effected. This is a feedback as listed from previous mail:

1. Having followed the steps for as given in your reply for editing the invoice template, i filled the fields with relevant information but on saving or applying I got the message 'addItem: Access denied' . How can this be resolved as there were still no changes effected to modify invoice to suite my organisation. Please Note I also went to ‘settings’ in DocDesigner and have added myself as app user admin but still the same 'addItem: Access denied' on trying to save or apply changes to invoice template.

3. The screenshot 1 attached below shows the items in the sample invoice are arranged from the item with the greatest price (PMP Exam Prep Training fee: 155000) to the item with the least price (Discount offer -20000). However on the PDF format (see screenshot 2 attached below) the reverse is the case. That is its now arranged from least to greatest. However, when creating the invoice, the items were selected RANDOMLY without any order. What I therefore require is for the PDF format of the invoice not to have ANY AUTO SORT but appear as selected when creating.

Thank you for your message. Please, find below our answers:
1. We can not simulate your problem. Could you give me your portal's name, I will refer with this problem to Bitrix24 developers.
2. OK. We will let you know.
3. You have created the invoice by means of standard functioning of Bitrix24, with the use of context menu in the list of Deals. This invoice template can not be changed.
We have created DocDesigner - a module, which expands abilities of Bitrix24 in the part of documents construction.
Using DocDesigner as an application to Bitrix24 you can customise any invoice template and make an invoice. It will be another document (different from the one made by sandard Bitrix24), in which the items will be arranged the same way as they exist in the Deal.

Thank you for taking time to explain. It is very appreciated. Following our discussion thread:

1. Portal name is agilep3.bitrix24.com (Agile P3 Limited).

3. From your reply, i can imply that even the issue number 1. above wont be resolved because the default invoice template CANNOT be edited. I have however tried to 'add template' in DocDesigner but after filling out the information required and creating rows and columns of cells, saving or applying resulted in a message 'addItem: Access denied'. If i cannot add a new template and edit the 1 presently available, how then can this issue of having information such as: my company logo, address, phone number and bank account details etc present on every invoice prepared?!
Also following the steps u supplied, see image below for Pdf invoice generated. This invoice still does not contain the desired information as listed above.

The application is installed by one of admins. In your case it is a user with ID=1. He has full rights U1=X. All other users have "read only"-rights AU=R. Other admins, e.g. you with ID=2, do not have rights for the application. This is Bitrix24's specifics. When the user with ID=1 added you as an admin of application (as in your screenshot), he should assign you the rights to save U2=W.
What happens now when you save the template?
Do you receive the same message as previous with the title "entity.rights"? Is there U2=?? indicated?

I have had similar issues when working with the Doc Designer and find it very user UN friendly.
Are there any detailed tutorials on how to use it? A youtube video would be really good for this.

My big issue at the moment is how to insert more than 250 characters in the user comments section of the invoice. I need to use this area to append specific instructions and comments to my customers. How can we go about doing this when there is such a small/limiting character limit?

Please also introduce partial payment soon too please. Integration with PayPal would also be very cool. You have a very good system going on here, great potential. There is a few basic things (I think) that need 'smoothing over' first before you have a polished product.

Right now I have to offer all my products as 'half payment' products so the invoices i send make sense.

We have already received several suggestions for PayPal integration and partial payments invoices, and we have these features implementation in our development plans. As for 250-character limit for comments - we are not sure it will be implemented soon, because we are actually working on Invoice customization concept development (add custom fields, attach files to invoices - in your case it can be payment instructions).

Dear Ryan,
For our application DocDesigner we are planning to make a video format user-manual, which will contain step-by-step instructions. This user-guide will be available at: docdesigner.org. The main topics of our manual will be - creation and edit of templates and set of numerators.
Please, let us know which topic or part of DocDesigner is more problematic or interesting for you, and we will review the possibility to add it to our user-guide.

We have realised that there is a demand of DocDesigner users to find the solution for partial payments.
We have already started to investigate this issue. But we need to know better users' expectations.
What do you need to get in the result? Which functions should be realised in our soft?

I have faced a problem by creating Invoice with DocDesigner.
When creating standard Invoice, VAT is calculated correctly, but then im doing it with DocDesigner it doesnt count VAT or counts it incorrectly.

For example:

I add products (price 100+VAT(21%) to DEAL, but somehow in DocDesigner VAT is not separated.

I have faced a problem by creating Invoice with DocDesigner.
When creating standard Invoice, VAT is calculated correctly, but then im doing it with DocDesigner it doesnt count VAT or counts it incorrectly.

I add products (price 100+VAT(21%) to DEAL, but somehow in DocDesigner VAT is not separated.

Because then i choose "Location- dependent tax: " TAX is included to price.
And then it is "Item dependent tax" it automatically adds VAT to price, but there should be price without VAT (in this case 400, but not 484)

I see.
There is no methods for getting tax rate by REST API. I hope it will be available in future.

What do you prefer?
1. Item dependent tax: I can add to DocDesigner your taxes as ID=value for temporary solution.
2. Location- dependent tax: I can add a checkbox for VATRate to set "include / not include" tax in price.

Unfortunatelly, the DocDesigner not supported "Location- dependent tax:". There is no API at tme moment. But we are still waiting for it You can use custom parameter VATRate - this name reserved for calculating TAX.
You can manipulate include\not include TAX in price by checkbox "Include tax in price"
For example:
Formulas:
{CRMProduct:TotalVAT} - total TAX (may be VAT) for all rows of a deal
{CRMProduct:TotalSumVAT} - total Sum include TAX (VAT) for all rows of a deal

I have used the document designer to create an Invoice template but I am having an issue with it displaying the amount of VAT. I would also like it to display the total without VAT added which I'm also struggling.

As you can see it shows the Product name and quantity correctly. I would like to to show the unit Price without VAT rather than with. I would also like it to display the total without VAT, the total amount of VAT and total including VAT.

Also I have tried to Insert a jpeg at the bottom of the Quote but am struggling to get this to position correctly please see below:

I have resolved the issues with the Tax etc. Thanks for your help with this.

I have created a .jpeg as below that is 800*1120 I have managed to get it to display a few times but each time I create a new PDF I have to upload and save the image to the background each time. It's not working at all now for some reason.

I'm also trying to use the Numerator for the invoice number but am not sure what value to paste. I am currently using {Deal.ID} but this doesn't start from the correct number that I have set up in the Numerator. Your help would be appreciated.

Numerator. You should do that step by step:
1. Create a new numerator.
2. Select this one in template.
3. Pus parameter {DocNumper} to template.
4. Save document. Only saved document has number. Print it.

After further experimenting I have managed to get the numerator working for the Invoicing, however, using a numerator for the Quotes this is still not working correctly and starts at 0001 rather than the pre-defined 7910.

There is still also an issue with the Doc designer generating random dates for the quotes.

Date: It works another format dd/mm/yyyy. I'll think about this problem.
jpg0000: Did you see a star (*) in doc's header? It means that doc not saved yet and provide only future doc's number format.
Initial value: It works only for first doc. If there is at least one-saved document, numbering continues from it. The initial value ignores in this case.

My final issue that I'm having is with the VAT totals. When I have more than one product line it adds the total VAT for all the rows. I have tried using {CRMProduct: VAT} but it just displays "{CRMProduct: VAT}" not the actual total VAT value for that specific row.